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Disclosery

IJT ISHARES TR

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S&P SML 600 GWT (fund)

751 managers (765 13F filers) reported a position in IJT shares at 2026-03-31, 28,483,468 shares in all. 44 filers opened a position and 48 filers sold out during the quarter.

Managers
751
13F filers
765
New
44
Added
218
Reduced
256
Sold out
48
Shares held by filers
28,483,468

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,983$432K<0.01%-13413F-HRTimelineGroup
Breakwater Capital Group2,971$430K0.06%+5113F-HRTimeline
Geneos Wealth Management Inc.2,961$428K0.01%+47813F-HRTimeline
WealthPlan Investment Management, LLC2,948$427K0.02%+1,05413F-HRTimeline
PRIVATE TRUST CO NA2,946$426K0.04%-4313F-HRTimeline
Atria Investments, Inc2,945$426K<0.01%-5813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,926$423K0.03%-1,14513F-HRTimeline
Pinnacle Wealth Management Advisory Gro…2,850$412K0.03%+95713F-HRTimeline
Jacobs Equity LLC2,839$411K0.37%013F-HRTimeline
DEARBORN PARTNERS LLC3,296$410K0.02%013F-HRTimeline
KPP Advisory Services LLC2,817$408K0.06%+3013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,810$407K0.03%013F-HRTimeline
Blackston Financial Advisory Group, LLC2,806$406K0.25%-61313F-HRTimeline
Roberts Financial Services LLC2,751$398K0.13%-3,57213F-HRTimeline
CONNING INC.in group CONNING INC.2,707$392K0.01%-17513F-HRTimelineGroup
Grove Bank & Trust2,691$389K0.04%+3913F-HRTimeline
Stonebridge Financial Group, LLC / MO2,685$389K0.33%+313F-HRTimeline
All Terrain Financial Advisors, LLC2,677$387K0.12%-7813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,676$387K0.01%+20013F-HR/ATimeline
Crescent Grove Advisors, LLC2,669$386K0.04%013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC2,669$386K0.06%+74213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,658$385K0.02%-22113F-HRTimeline
Argent Trust Co2,657$384K0.01%013F-HRTimeline
Bestgate Wealth Advisors, LLC2,635$381K0.69%-20013F-HRTimeline
Dynamic Advisor Solutions LLC2,621$379K0.01%-69313F-HRTimeline
ZWJ INVESTMENT COUNSEL INC2,602$377K0.01%+1,15613F-HRTimeline
Park Edge Advisors, LLC2,600$376K0.09%013F-HRTimeline
Atlas Brown,Inc.2,588$374K0.11%013F-HRTimeline
Pure Financial Advisors, LLC2,584$374K0.01%013F-HRTimeline
Compass Ion Advisors, LLC2,572$372K0.04%-8913F-HRTimeline
Orion Porfolio Solutions, LLC2,566$371K<0.01%-11,75013F-HRTimeline
Sensible Money, LLC2,518$364K0.11%+113F-HRTimeline
Cambridge Financial Group, LLC2,477$358K0.12%+20413F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,471$358K0.02%013F-HRTimeline
NTV Asset Management LLC2,456$355K0.04%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,433$352K0.01%+37713F-HRTimeline
21 West Wealth Management LLC2,432$352K0.33%013F-HRTimeline
Essential Planning, LLC.2,425$351K0.11%-413F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …2,395$347K0.05%-7013F-HRTimeline
CENTRAL BANK & TRUST CO2,382$345K0.05%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,348$340K<0.01%-32913F-HRTimelineGroup
YHB Investment Advisors, Inc.2,346$339K0.02%013F-HRTimeline
Capital Investment Advisors, LLC2,343$339K<0.01%+1113F-HR/ATimeline
SPIREPOINT PRIVATE CLIENT, LLC2,336$338K0.03%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,330$337K0.09%013F-HRTimeline
Prosperity Planning, Inc.2,318$335K0.08%-113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,309$334K<0.01%-4,40613F-HRTimelineGroup
Advisory Alpha, LLC2,305$334K0.01%+25813F-HRTimeline
LaFleur & Godfrey LLC2,300$333K0.04%013F-HRTimeline
Ackerman Capital Advisors, LLC2,300$333K0.07%013F-HRTimeline
Heritage Wealth Advisors2,288$331K0.01%013F-HRTimeline
Procyon Advisors, LLC2,288$331K0.02%013F-HRTimeline
WealthTrust Axiom LLC2,285$331K0.08%013F-HRTimeline
Compton Wealth Advisory Group, LLC2,255$329K0.07%013F-HRTimeline
OLD NATIONAL BANCORP /IN/2,267$328K0.01%013F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.2,265$328K0.05%013F-HRTimeline
WARNER FINANCIAL, INC2,246$325K0.11%+113F-HRTimeline
Clarity Asset Management, Inc.2,244$325K0.16%+313F-HRTimeline
Betterment LLC2,226$322K<0.01%-1,16713F-HRTimeline
Summit Financial Strategies, Inc.2,224$322K0.03%013F-HRTimeline
Cedarwood Wealth LLC2,221$321K0.32%+113F-HRTimeline
Sterling Investment Counsel, LLC2,211$320K0.09%013F-HRTimeline
PIONEER TRUST BANK N A/OR2,200$318K0.08%013F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.2,197$318K<0.01%-3,04313F-HRTimeline
Evergreen Private Wealth LLC2,194$318K0.13%+4013F-HRTimeline
Goodwin Investment Advisory2,189$317K0.38%013F-HRTimeline
Essex LLC2,180$315K0.06%013F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc2,168$314K0.17%-18713F-HRTimeline
COZAD ASSET MANAGEMENT INC2,155$312K0.02%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,150$311K0.03%013F-HR/ATimeline
Coastal Bridge Advisors, LLC2,104$304K0.02%new13F-HRTimeline
CRA Financial Services, LLC2,100$304K0.04%013F-HRTimeline
GC Wealth Management RIA, LLC2,097$303K0.01%013F-HRTimeline
Mayflower Financial Advisors, LLC2,082$301K0.04%-2513F-HRTimeline
Northern Lights Advisors, Inc.2,060$298K0.2%+113F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT2,057$298K0.14%+313F-HRTimeline
Avior Wealth Management, LLC2,046$296K0.01%-17613F-HRTimeline
WEDBUSH SECURITIES INC2,039$295K0.01%-16913F-HRTimeline
Equity Wealth Partners, LLC2,036$295K0.19%+613F-HRTimeline
Armstrong, Fleming & Moore, Inc2,033$294K0.12%+52813F-HRTimeline
CFS Investment Advisory Services, LLC1,823$291K0.02%-12613F-HRTimeline
Snowden Capital Advisors LLC2,009$291K0.01%013F-HRTimeline
GWN SECURITIES INC.2,002$290K0.06%-2013F-HRTimeline
Manchester Capital Management LLC2,000$289K0.04%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,992$288K<0.01%013F-HRTimeline
Financial Solutions Advisory Group, Inc.1,991$288K0.04%13F-HRTimeline
Perigon Wealth Management, LLC1,989$288K0.01%+18713F-HRTimeline
Vann Equity Management LLC1,987$288K0.2%13F-HRTimeline
Marin Bay Wealth Advisors, LLC1,967$285K0.17%new13F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC1,966$284K0.19%-98513F-HRTimeline
Composition Wealth, LLC1,941$281K<0.01%+34613F-HRTimeline
Fortis Capital Management LLC1,939$281K0.04%013F-HRTimeline
Venture Visionary Partners LLC1,911$277K0.01%013F-HRTimeline
Paragon Capital Management Ltd1,881$272K0.06%-2613F-HRTimeline
Sentinel Advisory Group, LLC1,871$271K0.13%13F-HRTimeline
Blue Trust, Inc.1,870$271K<0.01%+29213F-HRTimeline
Bensler, LLC1,852$268K0.03%013F-HRTimeline
Optimist Retirement Group LLC1,846$267K0.12%+313F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION1,844$267K0.02%013F-HRTimeline
Vise Technologies, Inc.1,888$266K0.01%013F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK1,838$266K0.13%013F-HRTimeline
Gen-Wealth Partners Inc1,833$265K0.08%-2613F-HRTimeline
CONGRESS ASSET MANAGEMENT CO1,827$264K<0.01%-1,65413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC1,824$264K0.03%+113F-HRTimeline
Vawter Financial, Ltd.1,824$264K0.11%+113F-HR/ATimeline
AdvisorNet Financial, Inc1,824$264K0.01%-4413F-HRTimeline
Intrua Financial, LLC1,787$259K0.03%013F-HRTimeline
Sage Financial Management Group, Inc.1,786$258K0.08%-2713F-HRTimeline
Richmond Investment Services, LLC1,784$258K0.04%+113F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,780$257K0.03%013F-HRTimeline
MOTCO1,767$256K0.02%-713F-HRTimeline
PFG Private Wealth Management, LLC1,766$256K0.11%013F-HRTimeline
Alteri Wealth LLC1,750$253K0.08%013F-HRTimeline
Oak Wealth Advisors LLC1,750$253K0.14%013F-HRTimeline
FOCUSED ALPHA, LLC1,744$252K0.08%-313F-HRTimeline
Florida Trust Wealth Management Co1,743$252K0.01%new13F-HRTimeline
Capital Investment Counsel, LLC1,728$250K0.03%013F-HRTimeline
Eagle Strategies LLC1,693$245K0.03%+313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,685$244K<0.01%new13F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT1,677$243K0.01%+2413F-HRTimelineGroup
BRIGHTON JONES LLC1,668$241K0.01%new13F-HR/ATimeline
Balboa Wealth Partners1,659$240K0.04%013F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)1,650$239K<0.01%013F-HRTimelineGroup
Curi Capital, LLC1,643$238K<0.01%+8213F-HRTimeline
Beaton Management Co. Inc.1,640$237K0.11%013F-HRTimeline
Valmark Advisers, Inc.1,638$237K<0.01%+12013F-HRTimeline
BURLING WEALTH PARTNERS, LLC1,636$237K0.04%013F-HRTimeline
Gallacher Capital Management LLC1,633$236K0.09%013F-HRTimeline
Integrated Advisors Network LLC1,606$232K0.01%new13F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP1,600$232K0.01%013F-HRTimeline
Tulsa Wealth Advisors, INC1,601$232K0.04%new13F-HRTimeline
Segment Wealth Management, LLC1,600$232K0.01%013F-HRTimeline
Twelve Points Wealth Management LLC1,589$230K0.05%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1,571$227K0.02%013F-HRTimelineGroup
Confluence Wealth Services, Inc.1,569$227K0.01%013F-HRTimeline
Total Clarity Wealth Management, Inc.1,565$226K0.05%+113F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC1,563$226K0.08%+5313F-HR/ATimelineGroup
NewEdge Wealth, LLC1,560$226K<0.01%+8813F-HRTimeline
Astra Wealth Partners LLC1,540$223K0.14%013F-HRTimeline
PFG Investments, LLC1,533$222K0.01%new13F-HRTimeline
DECISION INVESTMENTS, INC1,526$221K0.25%013F-HRTimeline
IFG Advisors, LLC1,508$218K0.04%+113F-HRTimeline
HBK Sorce Advisory LLC1,332$218K<0.01%-1,10013F-HRTimeline
Tranquility Partners, LLC1,506$218K0.08%013F-HRTimeline
Hoxton Planning & Management, LLC1,505$218K0.07%-2413F-HRTimeline
New Insight Wealth Advisors1,503$217K0.08%013F-HRTimeline
Financial Life Planners1,492$216K0.17%+213F-HRTimeline
Cordatus Wealth Management LLC1,486$215K0.05%013F-HRTimeline
First Heartland Consultants, Inc.1,478$214K0.02%new13F-HRTimeline
Garde Capital, Inc.1,477$214K0.01%013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC1,472$213K0.1%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,469$213K0.01%+2013F-HRTimelineGroup
WJ Financial Advisors LLC1,468$212K0.17%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC1,457$211K0.01%013F-HRTimelineGroup
Cornell Pochily Investment Advisors, In…1,456$211K0.06%+113F-HRTimeline
Corundum Group, Inc.1,450$210K0.07%013F-HRTimeline
Triton Financial Group Inc1,468$210K0.37%new13F-HRTimeline
MGO ONE SEVEN LLC1,440$208K<0.01%-18013F-HRTimeline
Security Financial Services, INC.1,440$208K0.03%013F-HRTimeline
Noble Family Wealth, LLC1,432$207K0.04%013F-HR/ATimeline
Eagle Bay Advisors LLC1,423$206K0.18%+4313F-HRTimeline
Breachway Investments LLC1,410$206K0.2%-4513F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,340$205K<0.01%013F-HRTimeline
D.B. Root & Company, LLC1,412$204K0.05%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC1,408$204K0.04%new13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC1,408$204K0.02%-2013F-HRTimeline
HFG Advisors, Inc.1,405$203K0.14%new13F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC1,400$203K0.05%new13F-HRTimeline
Terril Brothers, Inc.1,398$202K0.06%new13F-HRTimeline
AE Wealth Management LLC1,325$192K<0.01%-11413F-HRTimeline
Kentucky Trust Co1,325$192K0.1%-2513F-HRTimeline
Aptus Capital Advisors, LLC1,321$191K<0.01%+40113F-HRTimeline
N.E.W. Advisory Services LLC1,253$181K0.01%+113F-HRTimeline
Bogart Wealth, LLC1,242$180K0.01%+113F-HRTimeline
Mosley Wealth Management1,258$178K0.08%new13F-HRTimeline
Piedmont Capital Management, LLC/NC1,217$176K0.12%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,216$176K<0.01%+4213F-HRTimelineGroup
Larson Financial Group LLC1,204$174K0.01%-1713F-HRTimeline
Financial Freedom, LLC1,188$172K0.09%+213F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,185$171K0.01%013F-HR/ATimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,174$170K0.08%013F-HRTimeline
ALERUS FINANCIAL NA1,140$165K0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,137$165K0.05%+113F-HRTimeline
HM PAYSON & CO1,121$162K<0.01%013F-HRTimeline
Windsor Advisory Group, LLC1,104$160K0.13%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,091$158K<0.01%-27913F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC1,079$156K0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC1,073$155K0.02%013F-HRTimeline
United Community Bankin group United Community Bank1,047$152K0.05%013F-HRTimelineGroup
Community Financial Services Group, LLC1,000$146K0.03%new13F-HRTimeline
TD Waterhouse Canada Inc.1,000$146K<0.01%013F-HRTimeline
CENTRAL TRUST Co1,007$146K<0.01%-113F-HRTimeline
DUNCKER STREETT & CO INC1,007$146K0.03%013F-HRTimeline
Tidemark, LLC977$141K0.04%013F-HRTimeline
Security National Bank954$138K0.02%013F-HRTimeline
EASTERN BANK953$138K<0.01%-27613F-HRTimeline
MV CAPITAL MANAGEMENT, INC.928$134K0.01%013F-HRTimeline
Mechanics Financial Corp916$133K0.06%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC913$132K0.01%013F-HRTimeline
one8zero8, LLC829$120K0.03%013F-HRTimeline